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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

Google and Blackstone form $5 billion AI cloud venture to meet surging demand for specialized chips

Google and Blackstone announced a new AI cloud company backed by $5 billion in equity from the investment giant. The venture will provide compute-as-a-service using Google's Tensor Processing Units, with Blackstone holding a majority stake. Benjamin Treynor Sloss, a 22-year Google veteran, will lead the unnamed company as it brings 500MW of capacity online by 2027.

Technology12 sources

Google and Blackstone form $5 billion AI cloud venture to meet surging demand for specialized chips

Technology12 sources

Nvidia's Vera CPU aims for $200B market as company pursues dominance in agentic AI infrastructure

Nvidia CEO Jensen Huang announced the company expects nearly $20 billion in CPU revenue this year, positioning it to become the world's leading CPU supplier. The Vera CPU, designed specifically for agentic AI workloads, opens a $200 billion market opportunity that Nvidia has never addressed before, directly challenging Intel and AMD in the traditional server CPU market.

Technology13 sources

Nvidia's Vera CPU aims for $200B market as company pursues dominance in agentic AI infrastructure

Technology13 sources

Seagate shares drop 8% as CEO warns new factories would take too long to meet AI chip demand

Seagate led a memory stock sell-off with shares falling over 8% after CEO Dave Mosley revealed the company can't quickly scale production to meet AI-driven demand. His comments at a JPMorgan conference highlighted the semiconductor industry's struggle with long lead times, as building new factories would slow technological growth while demand continues to significantly outstrip current capabilities.

Business2 sources

Seagate shares drop 8% as CEO warns new factories would take too long to meet AI chip demand

Business2 sources

Decart raises $300M to scale world models and real-time AI across Amazon, Nvidia, and Google chips

Decart raises $300M in funding led by Radical Ventures, with backing from Nvidia, Sequoia, Adobe, and Toyota. The AI research lab is deploying real-time world models across gaming, retail, and robotics, with its Lucy2 model now running on Amazon's Trainium3 chips. The round values the two-year-old company at nearly $4 billion.

Technology2 sources

Decart raises $300M to scale world models and real-time AI across Amazon, Nvidia, and Google chips

Technology2 sources

US National Labs Turn to Exotic Chips as AI Boom Reshapes Supercomputing Landscape

As the chip industry chases AI, US national labs face a supply crunch for high-precision computing. Sandia National Laboratories is testing NextSilicon's dataflow processors as alternatives to GPUs for supercomputers, marking a shift in how nuclear weapons simulations and critical scientific work gets done. The move signals growing concerns about Nvidia's declining focus on FP64 performance.

Technology2 sources

US National Labs Turn to Exotic Chips as AI Boom Reshapes Supercomputing Landscape

Technology2 sources

XPeng starts robotaxi mass production in Guangzhou with full-stack in-house technology

XPeng rolled its first mass-produced robotaxi off the production line in Guangzhou, becoming the first traditional automaker in China to achieve this milestone with entirely in-house developed technology. The Level 4 autonomous vehicle is built on the XPeng GX platform and powered by four Turing AI chips delivering 3,000 TOPS of computing power. Pilot operations begin in the second half of 2026, with fully driverless service targeted for early 2027.

Technology2 sources

XPeng starts robotaxi mass production in Guangzhou with full-stack in-house technology

Technology2 sources

Baidu AI becomes core growth engine as cloud revenue surges 79% despite profit slide

Baidu reported first-quarter revenue of $4.65 billion, narrowly beating estimates as AI cloud infrastructure climbed 79% year-over-year. CEO Robin Li declared AI as the company's primary growth engine after AI-powered business exceeded half of general business revenue for the first time. However, net profit fell 55% amid ongoing investments in autonomous driving and chip development.

Business3 sources

Baidu AI becomes core growth engine as cloud revenue surges 79% despite profit slide

Business3 sources

Nvidia concedes China market to Huawei as export restrictions reshape AI chip landscape

Nvidia CEO Jensen Huang acknowledges the company has largely conceded China's AI chip market to Huawei amid ongoing U.S. export restrictions. Despite this retreat, Nvidia reported record Q1 revenue of $81.6 billion, an 85% year-over-year increase driven by the AI boom. Huang maintains that his $200 billion CPU market forecast still includes China, signaling long-term optimism even as the company's market share in the region has evaporated.

Business11 sources

Nvidia concedes China market to Huawei as export restrictions reshape AI chip landscape

Business11 sources

ASML Signs Semiconductor Deal with Tata Electronics as Modi Pushes India's Chip Ambition

Dutch tech giant ASML signed a major semiconductor deal with Tata Electronics during Narendra Modi's Netherlands visit, deploying advanced lithography tools at the $11bn Dholera plant in Gujarat. The agreement marks a critical step in India's pursuit of silicon sovereignty, as the country depends on ASML's monopoly in chip-making equipment to realize its ambitious domestic semiconductor manufacturing goals.

Business3 sources

ASML Signs Semiconductor Deal with Tata Electronics as Modi Pushes India's Chip Ambition

Business3 sources

Gemini Intelligence hardware requirements mean Pixel 9 and Galaxy Z Fold 7 miss out on AI features

Google announced Gemini Intelligence this week with demanding hardware requirements that exclude most Android phones from accessing its advanced AI capabilities. The system requirements include at least 12GB of RAM, support for Gemini Nano v3, and a flagship chip—criteria that even recent devices like the Pixel 9 series and Samsung's Galaxy Z Fold 7 don't meet. Most phones released before 2026 are currently ineligible.

Technology7 sources

Gemini Intelligence hardware requirements mean Pixel 9 and Galaxy Z Fold 7 miss out on AI features

Technology7 sources

Samsung averts strike with $26.6 billion in AI boom bonuses, but deep divisions remain

Samsung Electronics reached a last-minute deal with its South Korean union to distribute up to $26.6 billion in semiconductor bonuses, with average payouts approaching $340,000 per chip employee. The agreement averts an 18-day strike that threatened global AI chip production, but internal divisions over profit distribution reveal deeper tensions about sharing the spoils of the AI boom.

Business12 sources

Samsung averts strike with $26.6 billion in AI boom bonuses, but deep divisions remain

Business12 sources

Imec revives camera tech to break AI memory wall with 3D CCD architecture

Belgian research hub imec has unveiled the first 3D implementation of charge-coupled device memory architecture, combining NAND and DRAM technologies. The hybrid design addresses AI computing's memory wall by stacking memory cells vertically and using IGZO instead of silicon, promising improved speed, density, and unlimited endurance for AI workloads.

Science2 sources

Imec revives camera tech to break AI memory wall with 3D CCD architecture

Science2 sources

Iceotope raises $26M Series B as AI rack densities push past what air cooling can handle

British precision liquid-cooling company Iceotope has closed a $26 million Series B funding round led by Two Seas Capital and Barclays Climate Ventures. The investment comes as next-generation AI hardware drives rack power densities toward 1 MW, a threshold where traditional air cooling and direct-to-chip systems can no longer maintain safe operating temperatures for silicon.

Startups2 sources

Iceotope raises $26M Series B as AI rack densities push past what air cooling can handle

Startups2 sources

Applied Materials raises outlook to 30% growth as chipmakers race to expand AI production capacity

Applied Materials has significantly upgraded its 2026 sales forecast, now expecting semiconductor equipment business to grow over 30% this year, up from a prior 20% projection. The chipmaking equipment giant beat Wall Street expectations with $7.91 billion in Q2 revenue and issued strong Q3 guidance, signaling that AI chipmakers are finally committing substantial capital to expand production capacity after initial hesitation.

Business3 sources

Applied Materials raises outlook to 30% growth as chipmakers race to expand AI production capacity

Business3 sources

POET Technologies raises over $400M as AI infrastructure demand fuels photonic integration push

POET Technologies announced a $400 million registered direct offering alongside a major $50 million initial purchase order from Lumilens for optical engines. The photonic integration company reported first-quarter revenue of $503,389, triple the prior year, but losses widened to $12.3 million. The capital will fund manufacturing expansion and acquisitions as POET positions itself within the rapidly growing AI networking infrastructure market.

Business4 sources

POET Technologies raises over $400M as AI infrastructure demand fuels photonic integration push

Business4 sources

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